Report, Management Screen & Overview FAQs
- Send Reports by Email
- View Case Details from a Report
- Using the Management E-Signature Report as an Attorney
- Use Management Litigation Report as an Attorney
- Use Management Discovery as an Attorney
- Use the Management Settlement Report as an Attorney
- Use Pending Demands as an Attorney
- Use Management Treating Tab as an Attorney
- What is the Best Report for Tracking Cases Referred to a Firm?
- Which Case Statuses are Excluded from the Statute Report?
- How to Clear Events From the Litigation Calendar When a Case Has Settled, But Not Yet Closed
- How is the Date in the Client Communication Column Triggered in Reports?
- Add an MRI onto the Medical Treatment Tab
- Export a List of All of Clients with Addresses and Emails for Holiday Cards
- Which Cases Show on the My Cases Report?
- Why are My Cases and Open Cases Reports different?
- Why Does the Closed Cases Report Show Cases in Other Closed Statuses?
- Why are all of the columns on my reports not showing up?
- Why does Costs Management Only Show Costs From the Last 30 Days?